Who owns PRF
Which tracked institutional funds hold PRF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PRF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
90 tracked funds added or opened PRF while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PRF’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp gap the other way — the median holder sizes PRF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PRF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 553 tracked filers holding PRF, 204 increased or opened the position and 206 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PRF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Penserra Capital Management LLC$26M
- FDx Advisors, Inc.$3M
- GOLDMAN SACHS GROUP INC$3M
- CITADEL ADVISORS LLC$2M
- Navigate Wealth Management, LLC$2M
- CIBC Bancorp USA Inc.$1M
Full exits 9
- SEVEN MILE ADVISORY$8M
- WIN ADVISORS, INC$5M
- COMERICA BANK$2M
- CIBC Private Wealth Group LLC$1M
- SageView Advisory Group, LLC$740K
- Cadence Bank$667K
Largest adds
- WELLS FARGO & COMPANY/MN$13M
- BANK OF AMERICA CORP /DE/$11M
- Wood Tarver Financial Group, LLC$10M
- Larson Financial Group LLC$8M
- FIFTH THIRD BANCORP$6M
- Arkadios Wealth Advisors$6M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.4B
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$85M
- COMMONWEALTH EQUITY SERVICES, LLC$21M
- RFG Advisory, LLC$6M
- Linscomb Wealth, Inc.$6M
- Mariner, LLC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 11,102,869 | $528M | 9.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,590,062 | $361M | 6.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 5,096,490 | $242M | 4.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,827,651 | $229M | 4.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 3,659,575 | $174M | 3.1% | 2026-Q1 |
| Mariner, LLC trimmed | 2,984,153 | $142M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 2,798,890 | $133M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,535,887 | $121M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,123,301 | $101M | 1.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 2,109,275 | $100M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,057,237 | $98M | 1.7% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 2,027,977 | $96M | 1.7% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 1,975,969 | $94M | 1.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,933,484 | $92M | 1.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,706,944 | $81M | 1.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,481,520 | $80M | 1.4% | 2026-Q2 |
| Berman McAleer LLC added | 1,571,539 | $75M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,503,181 | $71M | 1.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 1,265,634 | $60M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,233,042 | $59M | 1.0% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 1,134,257 | $54M | 1.0% | 2026-Q1 |
| Larson Financial Group LLC added | 1,022,402 | $49M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 948,885 | $45M | 0.8% | 2026-Q1 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. trimmed | 932,117 | $44M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 822,040 | $39M | 0.7% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 808,787 | $38M | 0.7% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC trimmed | 796,038 | $38M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 786,770 | $37M | 0.7% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 761,631 | $36M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC added | 758,894 | $36M | 0.6% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL trimmed | 668,275 | $32M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 657,688 | $31M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 656,774 | $31M | 0.5% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 643,009 | $31M | 0.5% | 2026-Q1 |
| Charles Schwab Trust Co trimmed | 637,458 | $30M | 0.5% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 618,139 | $29M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 623,997 | $29M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 524,792 | $28M | 0.5% | 2026-Q2 |
| Charter Capital Management, LLC\DE added | 595,164 | $28M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 587,026 | $28M | 0.5% | 2026-Q1 |
| BOYUM WEALTH ARCHITECTS LLC added | 518,214 | $27M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 553,631 | $26M | 0.5% | 2026-Q1 |
| Boulder Wealth Advisors, LLC added | 550,343 | $26M | 0.5% | 2026-Q1 |
| Penserra Capital Management LLC new | 541,398 | $26M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 534,205 | $25M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 531,851 | $25M | 0.4% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 507,085 | $24M | 0.4% | 2026-Q1 |
| SAXON INTERESTS, INC. trimmed | 503,630 | $24M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 496,355 | $24M | 0.4% | 2026-Q1 |
| Wharton Business Group, LLC added | 495,030 | $24M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 449,867 | $21M | 0.4% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 428,347 | $20M | 0.4% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 424,698 | $20M | 0.4% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 401,266 | $19M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 398,063 | $19M | 0.3% | 2026-Q1 |
| Goodman Advisory Group, LLC trimmed | 386,316 | $18M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 492,260 | $18M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 380,700 | $18M | 0.3% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 343,934 | $16M | 0.3% | 2026-Q1 |
| Montz Harcus Wealth Management LLC added | 331,940 | $16M | 0.3% | 2026-Q1 |
| Ted Buchan & Co trimmed | 325,039 | $15M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 321,116 | $15M | 0.3% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 318,719 | $15M | 0.3% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 317,911 | $15M | 0.3% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 315,293 | $15M | 0.3% | 2026-Q1 |
| Stonebridge Financial Group, LLC trimmed | 304,852 | $14M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 297,963 | $14M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 284,749 | $14M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 275,840 | $13M | 0.2% | 2026-Q1 |
| Creative Planning added | 274,782 | $13M | 0.2% | 2026-Q1 |
| FMR LLC added | 237,118 | $13M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 265,573 | $13M | 0.2% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 262,190 | $12M | 0.2% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 257,812 | $12M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 254,055 | $12M | 0.2% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 236,444 | $11M | 0.2% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 233,696 | $11M | 0.2% | 2026-Q1 |
| Trinity Legacy Partners, LLC added | 221,078 | $11M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 228,549 | $11M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 220,720 | $10M | 0.2% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 218,649 | $10M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 213,570 | $10M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 198,845 | $9M | 0.2% | 2026-Q1 |
| Bouvel Investment Partners, LLC added | 198,295 | $9M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 196,759 | $9M | 0.2% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 191,899 | $9M | 0.2% | 2026-Q1 |
| Woodside Wealth Management LLC added | 174,410 | $8M | 0.1% | 2026-Q1 |
| Marion Wealth Management trimmed | 170,961 | $8M | 0.1% | 2026-Q1 |
| WIMMER ASSOCIATES 1, LLC trimmed | 170,559 | $8M | 0.1% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 170,207 | $8M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 157,137 | $7M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 156,793 | $7M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 153,748 | $7M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 24,407,637 | $986M | 17.5% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 1,284,595 | $58M | 1.0% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP added | 1,233,291 | $56M | 1.0% | 2025-Q3 stale |
| Callan Capital, LLC trimmed | 940,811 | $38M | 0.7% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 294,539 | $13M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 216,358 | $9M | 0.2% | 2025-Q2 stale |
| SEVEN MILE ADVISORY added | 166,905 | $8M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.